ANS-0164 · SAVED SEARCHES & FORMULAS

How to Schedule NetSuite Saved Searches for Recent Record Activity Alerts

Learn to configure saved searches with specific time-based formulas to notify users about records created or updated within a recent window.

Short answer

To schedule NetSuite saved searches for recent record activity, implement time-based formulas in the search criteria. These formulas calculate the time difference between the current time (today) and the record's creation or last update date, allowing filtering for records within a specified number of hours, minutes, or seconds. This ensures alerts are sent only for newly relevant data.

Scenario

Users often require automated notifications for NetSuite records that have been recently created or updated, rather than receiving alerts for all existing records. The challenge lies in configuring a scheduled saved search to dynamically filter for records within a specific, recent timeframe, such as the last few hours, to ensure timely and relevant communication to assigned employees.

Solution

To configure a scheduled saved search to send email alerts only for records created or updated within a specific recent timeframe, implement time-based formulas within the saved search criteria. This approach allows for filtering cases that have been created or updated within the last few hours, ensuring that email notifications are sent only for relevant, recent activity.For filtering new case creations within the last 3 hours, add the following formula to the saved search criteria:

(({today}-{createddate})*24) is Less than 3

For filtering updates to existing cases within the last 3 hours, use this formula:

({today}-{systemnotes.date})*24 is Less than 3

These formulas can be modified to track differences in minutes, seconds, or milliseconds:For minutes: (({today}-{createddate}) x 24 x 60For seconds: (({today}-{createddate}) x 24 x 60 x 60For milliseconds: ({today}-{createddate}) x 24 x 60 x 60 x 1000By applying these formulas, the saved search will only identify and send alerts for records that meet the specified recency criteria. Additionally, enabling the "Send email Alert When records are created/ Updated" option within the saved search's email settings will notify the assigned employee upon any creation or update.It is important to note that while today refers to the user's specific time zone, using SYSDATE instead provides the system's configured time, which may vary.

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